Core Plus
Magnus Core Plus provides a cost-efficient alternative to our Flagship MPS that still offers the benefits of active management with a focus on value and long-term growth.
The Core Plus models are carefully crafted by our in-house team. They are tactically adjusted based on the views of our investment committee to ensure the most suitable mix of assets for the given investment objectives and key market developments.
The underlying funds are primarily a mixture of index funds and factor funds. Index funds aim to replicate the performance of a specific market index such as the FTSE 100 or the S&P 500. Whereas factor funds target specific factors or characteristics believed to drive higher returns, such as value, momentum, quality, and duration. The Magnus Core Plus ongoing charge figures for the chosen funds range from 0.17% to 0.25%.
Cash & Fixed Interest
UK Equity
International Equity
MCP 20/80
80%
3%
17%
MCP 30/70
71%
4%
25%
MCP 40/60
61%
6%
33%
MCP 50/50
51%
7%
42%
MCP 60/40
41%
9%
50%
MCP 70/30
31%
10%
59%
MCP 80/20
21%
12%
67%
MCP 100/0
2%
15%
83%
These figures are correct as at January 2025.
Download our Brochure
Whatever you’re investing for, our investment portfolios are tailored to meet your risk appetite. We’ve constructed portfolios from across the market, which have been scrutinised meticulously and we’ve used our relationships to secure competitive prices for you.
Learn more about our Core Plus portfolios in our brochure.
